Version 2.4.5

Private Equity Recruiter

Welcome to Version 2.4.5!!   Summary No changes have been made to this module. Leaderboards Updated the automatic page refresh of the Billing & Cash In Leaderboards so that all of the elements get updated, including Cash Out / Receivables and the President’s Club Leaderboard. Prior to this update, when the page automatically refreshed, it…

Read More

Fall Offs

To add a Fall Off on a placement, go to the Actions tab and then click on the Invoice Actions button, as pointed out in the figure below. Then, click on Convert to Fall Off. In the Convert to Fall Off modal, you will see the Original Fee, the Adjusted Fee, the Fee Change and…

Read More

Effort Score Settings – Phone Time

Phone Time, similar to Bulk Email, is set differently than most other metrics within hireanalytiX. When turned ON, Phone Time Scoring is set to Simple Scoring by default, as shown in the figure below. With simple scoring, users receive a specified number of points for each minute increment achieved. In this example, a user who…

Read More

RingCentral API

To integrate with RingCentral, HA first needs to be able to connect with the RingCentral API.  Go to https://developers.ringcentral.com/ and login with your primary RC credentials.  Click “Create App” as shown in the figure below. Next, click on REST API App (most common) and then click the Next button. Then, give the app a name such as…

Read More

Add Call Log Entry

If your tenant does not have a phone system, API this KB article will outline how to add calls to the log for your users. For customers with a phone system API, there may be instances where a call must be added manually to the call log and this article outlines how to accomplish this…

Read More

Edit Non-Placement Payments

To make changes to a non-placement payment that has been applied to a specific company, click on the View Non-Placement Payments button, as pointed out in the figure below. When the Non-Placement Payments modal opens, click on the Edit button next to the payment you want to change, as shown in the figure. When you…

Read More